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SeaCrest Wealth Management’s Vertiv VRT Stock Holding History

SeaCrest Wealth Management’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$469K Sell
1,401
-159
-10% -$50.4K 0.05% 298
2026
Q1 		$391K Sell
1,560
-86
-5% -$19.1K 0.04% 398
2025
Q4 		$282K Sell
1,646
-175
-10% -$30.4K 0.03% 478
2025
Q3 		$305K Sell
1,821
-3,760
-67% -$502K 0.03% 461
2025
Q2 		$717K Sell
5,581
-218
-4% -$21.2K 0.08% 235
2025
Q1 		$419K Sell
5,799
-16,059
-73% -$1.71M 0.05% 381
2024
Q4 		$2.48M Buy
21,858
+5,712
+35% +$678K 0.26% 62
2024
Q3 		$1.61M Buy
16,146
+1,980
+14% +$164K 0.17% 113
2024
Q2 		$1.23M Buy
14,166
+2,167
+18% +$197K 0.14% 142
2024
Q1 		$980K Buy
11,999
+3,793
+46% +$238K 0.12% 181
2023
Q4 		$380K Buy
+8,206
New +$349K 0.05% 378

Other funds holding VRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SeaCrest Wealth Management's VRT Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its Vertiv (VRT) stake by 10% in Q2 2026, selling an estimated $50.4K and leaving 1,401 shares worth $469K. The position accounts for 0.05% of the portfolio, ranked #298.

SeaCrest Wealth Management first reported a position in VRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.48M in Q4 2024. 2,052 funds tracked by Wall St. Rank hold VRT as of Q2 2026.

  • SeaCrest Wealth Management held 1,401 shares of Vertiv worth $469K as of Q2 2026.
  • SeaCrest Wealth Management sold 159 Vertiv shares in Q2 2026, an estimated $50.4K.
  • Vertiv made up 0.05% of SeaCrest Wealth Management's portfolio in Q2 2026, its #298 holding.
  • SeaCrest Wealth Management first reported a position in Vertiv in Q4 2023 and has held it in 11 quarters since.
  • SeaCrest Wealth Management's Vertiv position peaked at $2.48M in Q4 2024.
  • 2,052 funds tracked by Wall St. Rank held Vertiv as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.